152 articles found within the last year.
Displaying results 1 - 20
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Citi Private Bank hires head of investments for North America
Citigroup Private Bank hired Steve Bodurtha from Bank ... In the newly-created position, Bodurtha will be responsible ... He will report to both Peter Charrington, chief ... Bodurtha, who will also hold a managing director ... His addition comes as the private bank has ... In April, Citi named Jane Fraser as chief...
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McCann spells out UBS wealth plans on investor day debut
Robert McCann, the new chief executive of UBS' ... McCann was among several top executives from UBS, ... While acknowledging the size of the task ahead, ... He told attendees: "When I arrived, my impression ... On what needs to be done to grow ... McCann, who last week recruited several former colleagues...
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Family values pay off for Merck
He is not yet two years old but ... While Thomas might currently be more familiar with ... Jon Baumhauer, chairman of the family board and ... The Merck Group can trace its roots to ... The company produces an annual, in-house magazine called ... The Merck Group believes that this alignment of...
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Broker's World: McCann's UBS may look different over time
UBS is beginning to untangle a strategic direction ... His challenges are to quickly stanch client money ... Over the past year, the other major brokerages ... "We all know [McCann] has to have a ... In an internal memo sent to brokers Monday, ... In the memo, he announced his new management...
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UBS's Merrill Injection
Robert McCann, the recently appointed chief of UBS ... Mr. McCann, who ran Merrill's wealth-management operation, including ... They will be accompanied by John Brown, who ... The Merrill recruits will join a number of ... "This team reflects both the good people who...
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Morgan Stanley poaches six-member private wealth team from UBS
Morgan Stanley Private Wealth Management on Wednesday declared ... The team includes three executive directors - Maria...
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Veteran funds trio joins wealth manager
UK wealth manager St James’s Place has added ... Vivian Bazalgette, the former chief investment officer at ... Bazalgette and Dunscombe will have the job of ... The group contracts out the management of its ... Ralph, who will become full-time CIO, has experience ... Maia Capital was shut down in July, following...
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RBC Wealth expands in Dubai
RBC's corporate employee and executive services, part of ... RBC's corporate employee and executive services hired Simon ... Stirzaker and Azab will report to Julian Gardner,...
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Top-end mortgages are strictly for VIPs
To secure a big mortgage it is no ... Simon Gammon, head of Knight Frank Finance, the ... Angus Lang, director of private banking at HSBC ... Although lending channels have eased in the past ... Newly released European Central Bank data also shows ... Upmarket estate agents are feeling the effects. Trevor...
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Camilleri & Associates targets HNW clients with bespoke wealth service
Camilleri & Associates, the IFA firm, has unveiled ... The start-up will offer customised multi-asset portfolios, quarterly...
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Swiss private bank plans ‘transformational’ acquisition
EFG International, which has completed more than a ... Stressing that EFG has “stopped making smaller acquisitions, ... Such a transaction would catapult EFG into the...
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Northern Trust appoints head for Connecticut wealth business
Northern Trust has named Joanne Stringer chief of ... Stringer previously served as head of sales for...
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McCann rules out paying ‘high bid’ to lure Wall Street talent
UBS will not pay the most on Wall ... McCann said that while UBS would compensate staff...
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Commerzbank offloads Austrian wealth manager
Commerzbank on Tuesday unveiled a deal to divest ... Commerzbank on Tuesday unveiled a deal to divest ... Salzburg-based Privatinvest, which had client assets worth nearly...
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BofA unveils fund-transfer service for Merrill wealth clients
Bank of America has unveiled a new service ... The service, titled My Retirement Income, will be...
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Macquarie bolsters wealth operations with Canadian acquisition
Macquarie has acquired Canada’s Blackmont Capital, an independent ... Blackmont, which has a team of more than...
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The Top Ten Most Resilient Luxury Brands
The wealthy are still living in a material ... Claudia D’Arpizio, Milan-based partner at Bain & Co, ... London-based independent consultancy The Luxury Brand Factor has ... Where the company is listed, performance refers to ... Owner: Co-owned by Alain and Gerard Wertheimer, grandsons...
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Plutonomists to the rescue
As governments struggle to loosen liquidity lines and ... The wealthiest 1% of people in the US ... Even after falls in wealth last year, the ... Kapur, formerly global strategist at Citigroup, came up...
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Deutsche Bank Wealth Management scoops Citi managers
Deutsche Bank Private Wealth Management has hired two ... The bank confirmed the appointment of Dan ... In June Annabel Stephens joined the German bank's ... Both report to Juliet Wedderburn, head of the ... Deutsche Bank's wealth management division has gone on ... Melanie Cassoff, Nataša Williams and Beatrice Rates joined...
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Morgan Stanley Pvt Wealth Mgmt To Add 200 Brokers
Morgan Stanley Private Wealth Management, or PWM, is ... Morgan Stanley PWM, a unit of the joint ... The 700-adviser target is double what the division ... The move reflects brokerages' increasing focus on attracting ... Some major competitors in the ultra-high-net-worth arena are...
